Published Dec 14, 2023

[REPLAY] Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)

Daniel Graña of Janus Henderson Investors delves into the dynamics of emerging markets, contrasting Vietnam's economic potential with Brazil's challenges, while highlighting the pivotal role of governance and strategic investment in navigating these economies for optimized returns.

Episode Highlights

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Episode Highlights

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[REPLAY] Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)

Topics covered

Popular Clips

Embracing Change

Investing with Insight

Corporate Governance Insights

Evolving Investment Strategies

Country Investment Assessment

Navigating Emerging Markets

Embracing Experience

Brazil and Vietnam Insights

Governance in Emerging Markets

Portfolio Construction Insights

Collaborative Investment Insights

Emerging Market Insights

Evolving Management Dynamics

Political Governance Insights

Episode Highlights

Emerging Market Dynamics

Governance Challenges

Investment Strategies

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Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)

Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)

[REPLAY] - Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)

[REPLAY] Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)

Greg Jensen – Bridgewater Associates (Manager Meetings, EP.06)

John-Austin Saviano – Emerging Managers and IC Governance (Capital Allocators, EP.294)

Jeremy Grantham – GMO (Manager Meetings, EP.01)

Jonathan Brolin – Edenbrook Capital (Manager Meetings, EP.14)

Dan Rasmussen – Private Equity Risk and Public Equity Opportunity at Verdad Advisers (First Meeting, EP.15)

Andrew Milgram – Mid-Market Distressed Investing at Marblegate (Manager Meetings EP.29)

Bill Ford – General Atlantic (Manager Meetings, EP.03)

Allan Jean-Baptiste and Marco DeMeireles – Under-covered Venture Markets and Teams at Ansa Capital (Manager Meetings, EP.36)

Jan Garfinkle – Arboretum Ventures (Manager Meetings, EP.09)

Himanshu Gulati – Antara Capital (Manager Meetings, EP.19)

Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)

[REPLAY] Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)

Topics covered

Popular Clips

Episode Highlights

Emerging Market DynamicsDaniel Graña explores Vietnam's economic potential, highlighting its resilience and strategic growth amidst global challenges. He contrasts this with Brazil's struggles, emphasizing the importance of governance and infrastructure in emerging markets.

Emerging Market Dynamics

Governance ChallengesDaniel Graña of Janus Henderson Investors discusses the critical role of governance in emerging markets. He shares insights on corporate and political governance, highlighting their impact on investment strategies and risks.

Governance Challenges

Investment Strategies

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